Podcasts

Learn about what the January Effect is and how that may affect markets in the year 2026!

The economy is changing fast. Listen in as we unpack the latest economic forecast for 2026 and explain what’s really driving the headlines.

The latest CPI report shows inflation cooling, but still above target. Listen in and learn what that means for interest rates, and the job market.

In this episode, we discuss some conversation topics that we as financial advisors have heard from our clients or prospects. Topics range anywhere from the job market to interest rates. Listen here!

Did you know the number of public companies decreased by a significant amount in the last 20 years? Learn why and what is happening in the investment market in this episode.

This episode is just an update on what we believe the Fed’s next move will be as of September 2025.

In this special edition episode, guest host, Brett DiPasquale breaks down everything you need to know about interest rates in 2025—from recent trends and policy shifts to what it all could mean for your wallet.

We’re halfway through 2025, and there’s a lot to unpack. In this episode, I break down the key economic and market trends shaping the year so far—and what they could mean for investors in the months ahead.

Ever wonder why they call the markets either bull or bear? In this episode we cover the origins behind those words and their association to the markets.

In this episode, we break down what the federal funds rate is, how it’s set, and why it plays a critical role in shaping the economy and your finances.

In this episode, we explore key lessons from past bear markets and what they can teach us about navigating volatility, staying calm, and making smarter financial decisions.

Learn what topics to watch out for in regards to US politics and what will affect the markets.

Due to the recent market volatility, special guest and advisor, Brett DiPasquale and I share some thoughts on what’s happening, why it matters, and how we’re responding. If the headlines have you feeling uneasy, this is a good time to tune in and get some perspective.

The Atlanta Fed’s GDP Now forecast just swung from over +4% growth to nearly -3% in a matter of weeks. What’s behind this drastic shift, and what does it signal for the economy and markets? In this episode, we break down the numbers, the factors driving the volatility, and what investors should watch next.

The 2024 GDP numbers are in, and they highlight a promising trajectory for our nation’s economic growth.

The US has racked up an astronomical amount of national debt over the years and it continues to rise. Listen to hear some of these shocking statistics.

In this economic update, special guest and advisor, Brett DiPasquale, BFA and I revisit 2024s economy. We discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 2 of a 2-part series.

2024 was an eventful year and we have a lot to look forward to in 2025. In this economic update we revisit 2024, discuss reasons for optimism, reasons for worry, the outlook for the 2025 economy, US Spending and the US Debt. This is part 1 of a 2 part series.

2024 is in the books, but what does 2025 have in store for the markets and economy? Don’t miss these reflections on the past year and insights on what may lie ahead!

Homebuying has been a big issue for the younger generation due to lack of affordability. In this episode, we go into the data that proves how much difficulty has been added to purchase a home.